Institutional Investment Advisors Corp

Institutional Investment Advisors Corp (CRD# 126055) is a financial advisory firm headquartered in New York, NY. They manage $46,291,000 in 270 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $171,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Institutional Investment Advisors Corp
Showing 1 - 1 of 1 top financial advisors.
1
Clifford Michaels
CRD#: 1191696
440 Park Avenue South, 3rd Floor, New York, NY 10016
96
Wealthminder
score

Clifford Michaels (CRD# 1191696) is an Investment Advisor Representative working at Institutional Investment Advisors Corp in New York, NY and has over 17 years of experience in the finance industry. Clifford Michaels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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